Neotask 기반 Neotask은 모든 Circleback 회의를 실행 가능한 인텔리전스로 전환합니다 - 트랜스크립트를 검색하고, 후속 사항을 파악하며, 회의 인사이트를 비즈니스 전반에 자동으로 연결합니다.
회의 후속 사항이 사라지지 않습니다 - 에이전트가 트랜스크립트를 검색하고 모든 대화에서 약속, 액션 아이템, 결정 사항을 요청 시 파악합니다
연락처 및 회사 인텔리전스가 자동으로 구축됩니다 - 에이전트가 회의 참가자를 회사 도메인과 교차 참조하여 수동 작업 없이 CRM을 풍부하게 합니다
회의 컨텍스트가 다운스트림 워크플로우에 항상 제공됩니다 - 에이전트가 트랜스크립트와 요약을 검색하여 보고서, 제안서, 아웃리치 시퀀스에 입력합니다
할 수 있는 것
The Circleback integration gives Neotask 9 actions for meeting intelligence.
Meeting Search and Retrieval
Search for meetings by participant, topic, or date range. Read full meeting details and retrieve complete transcripts for any recorded conversation.
Transcript Search
Search across all meeting transcripts for specific keywords, topics, or commitments. Surface the exact moment in any meeting where a topic was discussed.
Calendar Integration
Search upcoming calendar events to see what meetings are scheduled and prepare context in advance.
Email Search
Search emails linked to meeting participants for full context before or after meetings.
People and Company Discovery
Find contact profiles and company domains associated with meeting participants - a powerful bridge between your meetings and your CRM.
Support Access
Search Circleback support articles directly from your agent workflow.
모든 액션은 자율적으로 실행되거나 승인을 요청합니다 - 여러분이 결정합니다.
이렇게 물어보세요
"Search my meetings from last week for any discussions about pricing"
"Get the full transcript from yesterday's customer discovery call"
"Find all action items mentioned in meetings with Acme Corp over the past month"
"Search transcripts for any mention of 'renewal' or 'contract'"
"Look up the company domain for everyone in my meeting with the marketing team"
"What meetings do I have coming up this week? Pull context from any past meetings with the same attendees"
프로 팁
Schedule a weekly meeting digest: your agent searches all transcripts from the week and surfaces commitments, open questions, and follow-ups
Pair Circleback with your CRM so contact and company data from meetings automatically updates your records
Use transcript search as input for proposal generation - your agent reads what the customer said they needed and builds the proposal around it
Approval gates are useful before sending follow-up emails generated from transcript summaries
Multiple workspaces and capacity for larger teams.
Works Well With
ActiveCampaign - Connect ActiveCampaign and Circleback to turn meeting insights into targeted email campaigns, automated follow-ups, and ...
Gamma - Connect Canva and Infobip with Neotask to automate design exports, trigger omnichannel campaigns, and send branded messa...
Gmail - Connect Canva and Mercury with Neotask to automate startup branding, design exports, and banking workflows — all from a ...
Google Docs - Connect Circleback and Google Docs with Neotask. Auto-save meeting notes, action items, and summaries directly into your...
Linear - Connect Circleback meeting intelligence with Linear issue tracking. Auto-create issues from action items, commitments, a...
Telegram - Send Circleback meeting recaps, action items, and follow-ups directly to Telegram with Neotask. Keep your team aligned w...
Todoist - Connect Canva and WordPress with Neotask to automate design publishing, sync brand assets, and streamline your content w...
Trello - Connect Circleback and Trello to turn meeting notes into Trello cards automatically. Streamline trello integrations and ...
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